Kessler Investment Group, LLC

13F filer · CIK 0001525947

Reported Jul 13, 2026

Net seller this quarter

13F portfolio value$234MU.S. long equity reported on 13F

Positions617 new · 7 closed

Net flow last quarter-$12.6MBuys minus sells

Top 10 positions weight49.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 202661 positions
CRWDCrowdStrike Holdings, Inc.	$20M	8.52%	0.01%	-4.3%	Q3 2020
GNRCGenerac Holdings Inc.	$14.6M	6.24%	0.08%	-5.1%	Q1 2023
CRMSalesforce, Inc.	$12.8M	5.45%	0.01%	+68.3%	Q2 2015
KLACKla Corp	$12.6M	5.36%	0.00%	Not reported	Q3 2013
VRTVertiv Holdings Co	$11.4M	4.85%	0.01%	-6.2%	Q3 2025
ANETArista Networks, Inc.	$11.2M	4.78%	0.01%	-3.1%	Q4 2023
GEVGE Vernova Inc.	$9.08M	3.88%	0.00%	-1.8%	Q2 2024
AMZNAmazon Com Inc	$8.85M	3.78%	0.00%	-2.2%	Q2 2017
BHPBHP Group Ltd	$8.26M	3.53%	0.00%	-1.8%	Q1 2026
AAPLApple Inc.	$7.29M	3.11%	0.00%	-1.7%	Q2 2013
NOWServiceNow, Inc.	$7.08M	3.02%	0.01%	New	Q2 2026
GOOGLAlphabet Inc.	$6.87M	2.93%	0.00%	-1.7%	Q4 2015
GLDSPDR Gold Trust	$6.71M	2.87%	0.01%	-0.9%	Q1 2016
HCAHCA Healthcare, Inc.	$6.65M	2.84%	0.01%	-1.7%	Q2 2025
FCXFreeport-Mcmoran Inc	$6.34M	2.71%	0.01%	-1.8%	Q3 2013
BF.ABrown Forman Corp	$5.97M	2.55%	Not reported	-31.2%	Q2 2014
GLWCorning Inc	$5.77M	2.47%	0.00%	-1.4%	Q3 2022
ARQQArqit Quantum Inc.	$4.55M	1.94%	1.33%	-2.8%	Q4 2025
UPSUnited Parcel Service Inc	$4.43M	1.89%	0.01%	Not reported	Q2 2013
DOCNDigitalOcean Holdings, Inc.	$3.67M	1.57%	0.02%	New	Q2 2026
GSGoldman Sachs Group Inc	$3.59M	1.53%	0.00%	-1.2%	Q3 2013
LLYELI LILLY & Co	$3.51M	1.50%	0.00%	-0.6%	Q2 2013
MSTRStrategy Inc	$3.47M	1.48%	Not reported	-2.0%	Q4 2025
RGTIRigetti Computing, Inc.	$3.3M	1.41%	0.05%	+3.1%	Q4 2025
LAESSEALSQ Corp	$3.07M	1.31%	0.51%	-1.8%	Q4 2025
PLTRPalantir Technologies Inc.	$2.83M	1.21%	0.00%	-2.2%	Q4 2021
RDWRedwire Corp	$2.81M	1.20%	0.09%	New	Q2 2026
IBMInternational Business Machines Corp	$2.66M	1.13%	0.00%	-0.5%	Q3 2013
PMPhilip Morris International Inc.	$2.44M	1.04%	0.00%	-0.5%	Q2 2018
BACBank of America Corp	$2.16M	0.92%	0.00%	-0.4%	Q2 2013
IRMIron Mountain Inc	$1.84M	0.79%	0.00%	-0.4%	Q2 2024
EMREmerson Electric Co	$1.67M	0.71%	0.00%	-0.5%	Q2 2021
GAPGap Inc	$831K	0.35%	0.01%	-0.3%	Q4 2024
HPEHewlett Packard Enterprise Co	$698K	0.30%	0.00%	-0.6%	Q4 2015
CMICummins Inc	$600K	0.26%	0.00%	+0.8%	Q2 2013
STRLSterling Infrastructure, Inc.	$570K	0.24%	0.00%	-0.7%	Q3 2023
USBUS Bancorp \de\	$478K	0.20%	0.00%	Not reported	Q2 2018
NUENucor Corp	$461K	0.20%	0.00%	+0.3%	Q3 2013
FITBFifth Third Bancorp	$419K	0.18%	0.00%	+1.0%	Q2 2013
KOCoca Cola Co	$415K	0.18%	0.00%	+0.9%	Q3 2013
BRK.BBerkshire Hathaway Inc	$412K	0.18%	Not reported	+1.2%	Q4 2017
SBUXStarbucks Corp	$404K	0.17%	0.00%	+1.3%	Q1 2014
MARMarriott International Inc	$401K	0.17%	0.00%	+0.6%	Q2 2018
ABBVAbbVie Inc.	$399K	0.17%	0.00%	+1.3%	Q2 2013
WMBWilliams Companies, Inc.	$389K	0.17%	0.00%	+1.3%	Q2 2025
CINFCincinnati Financial Corp	$387K	0.17%	0.00%	+1.5%	Q1 2016
NEENextera Energy Inc	$372K	0.16%	0.00%	+1.4%	Q4 2023
PIIPolaris Inc.	$344K	0.15%	0.01%	+1.4%	Q4 2025
TAt&T Inc.	$335K	0.14%	0.00%	+2.0%	Q3 2013
AWKAmerican Water Works Company, Inc.	$331K	0.14%	0.00%	+1.6%	Q2 2013

Q1 2026Reported Apr 10, 202661 positions
CRWDCrowdStrike Holdings, Inc.	$10.7M	5.05%	0.01%	-1.9%	Q3 2020
GNRCGenerac Holdings Inc.	$10.3M	4.86%	0.09%	-6.3%	Q1 2023
VRTVertiv Holdings Co	$9.07M	4.29%	0.01%	-17.6%	Q3 2025
CRMSalesforce, Inc.	$9.03M	4.27%	0.01%	Not reported	Q2 2015
BF.ABrown Forman Corp	$8.49M	4.02%	Not reported	-3.4%	Q2 2014
ANETArista Networks, Inc.	$8.35M	3.95%	0.01%	-13.9%	Q4 2023
HCAHCA Healthcare, Inc.	$8.21M	3.88%	0.01%	-8.2%	Q2 2025
GLDSPDR Gold Trust	$7.91M	3.74%	0.00%	+980.1%	Q1 2016
AMZNAmazon Com Inc	$7.91M	3.74%	0.00%	-5.2%	Q2 2017
BHPBHP Group Ltd	$7.34M	3.48%	0.00%	New	Q1 2026
MSFTMicrosoft Corp	$7.14M	3.38%	0.00%	Not reported	Q2 2013
GILDGilead Sciences, Inc.	$6.94M	3.29%	0.00%	Not reported	Q2 2013
GEVGE Vernova Inc.	$6.87M	3.25%	0.00%	Not reported	Q2 2024
VMCVulcan Materials CO	$6.57M	3.11%	0.02%	New	Q1 2026
AAPLApple Inc.	$6.5M	3.08%	0.00%	-13.5%	Q2 2013
OSKOshkosh Corp	$6.37M	3.02%	0.07%	New	Q1 2026
FCXFreeport-Mcmoran Inc	$6.03M	2.86%	0.01%	Not reported	Q3 2013
GOOGLAlphabet Inc.	$5.63M	2.66%	0.00%	-69.7%	Q4 2015
WFCWells Fargo & Company	$5.5M	2.60%	0.00%	-15.7%	Q2 2014
ZZillow Group, Inc.	$5.44M	2.58%	Not reported	+35.7%	Q2 2016
MSTRStrategy Inc	$5.09M	2.41%	Not reported	+7.1%	Q4 2025
BLDTopBuild Corp	$4.73M	2.24%	0.05%	New	Q1 2026
PLTRPalantir Technologies Inc.	$3.63M	1.72%	0.00%	Not reported	Q4 2021
GLWCorning Inc	$3.12M	1.48%	0.00%	+4.9%	Q3 2022
GSGoldman Sachs Group Inc	$3.04M	1.44%	0.00%	+7.5%	Q3 2013
LLYELI LILLY & Co	$2.71M	1.28%	0.00%	-0.5%	Q2 2013
LAESSEALSQ Corp	$2.6M	1.23%	0.52%	+191.8%	Q4 2025
RGTIRigetti Computing, Inc.	$2.33M	1.10%	0.05%	+213.0%	Q4 2025
IBMInternational Business Machines Corp	$2.3M	1.09%	0.00%	+11.2%	Q3 2013
PMPhilip Morris International Inc.	$2.24M	1.06%	0.00%	+16.5%	Q2 2018
ARQQArqit Quantum Inc.	$2.09M	0.99%	1.36%	+229.3%	Q4 2025
BACBank of America Corp	$1.86M	0.88%	0.00%	+19.1%	Q2 2013
EMREmerson Electric Co	$1.54M	0.73%	0.00%	+14.3%	Q2 2021
IRMIron Mountain Inc	$1.5M	0.71%	0.00%	+25.2%	Q2 2024
GAPGap Inc	$1.08M	0.51%	0.01%	+14.1%	Q4 2024
TAt&T Inc.	$460K	0.22%	0.00%	-11.5%	Q3 2013
CMICummins Inc	$449K	0.21%	0.00%	-49.2%	Q2 2013
USBUS Bancorp \de\	$411K	0.19%	0.00%	Not reported	Q2 2018
BRK.BBerkshire Hathaway Inc	$390K	0.18%	Not reported	-12.3%	Q4 2017
NEENextera Energy Inc	$388K	0.18%	0.00%	-17.3%	Q4 2023
KOCoca Cola Co	$385K	0.18%	0.00%	+4.1%	Q3 2013
WMBWilliams Companies, Inc.	$376K	0.18%	0.00%	-0.5%	Q2 2025
HPEHewlett Packard Enterprise Co	$371K	0.18%	0.00%	-1.5%	Q4 2015
MARMarriott International Inc	$352K	0.17%	0.00%	-3.1%	Q2 2018
DVNDevon Energy Corp	$350K	0.17%	0.00%	Not reported	Q4 2021
SBUXStarbucks Corp	$350K	0.17%	0.00%	-8.8%	Q1 2014
NUENucor Corp	$349K	0.16%	0.00%	+0.6%	Q3 2013
FITBFifth Third Bancorp	$342K	0.16%	0.00%	Not reported	Q2 2013
ABBVAbbVie Inc.	$340K	0.16%	0.00%	+13.7%	Q2 2013
AWKAmerican Water Works Company, Inc.	$337K	0.16%	0.00%	-0.4%	Q2 2013

Q4 2025Reported Feb 3, 202669 positions
GOOGLAlphabet Inc.	$20.2M	8.52%	0.00%	-0.1%	Q4 2015
CRWDCrowdStrike Holdings, Inc.	$13.1M	5.50%	0.01%	+1.3%	Q3 2020
ROKURoku, Inc	$12.6M	5.32%	0.08%	+1.7%	Q4 2017
ELEstee Lauder Companies Inc	$10.6M	4.48%	Not reported	+1.4%	Q2 2015
ANETArista Networks, Inc.	$10.4M	4.36%	0.01%	+1.2%	Q4 2023
NVDANvidia Corp	$10.2M	4.30%	0.00%	+0.1%	Q4 2017
AMZNAmazon Com Inc	$9.24M	3.89%	0.00%	+1.8%	Q2 2017
HCAHCA Healthcare, Inc.	$8.82M	3.72%	0.01%	+1.2%	Q2 2025
UBERUber Technologies, Inc	$8.8M	3.71%	0.01%	+1.8%	Q4 2021
GOOSCanada Goose Holdings Inc.	$8.79M	3.70%	Not reported	+126.8%	Q4 2017
BF.ABrown Forman Corp	$8.63M	3.64%	Not reported	+113.0%	Q2 2014
AAPLApple Inc.	$8.05M	3.39%	0.00%	+1.2%	Q2 2013
GNRCGenerac Holdings Inc.	$7.65M	3.22%	0.10%	+0.8%	Q1 2023
WFCWells Fargo & Company	$7.63M	3.21%	0.00%	+1.7%	Q2 2014
VRTVertiv Holdings Co	$7.12M	3.00%	0.01%	+1.5%	Q3 2025
ZZillow Group, Inc.	$6.61M	2.79%	Not reported	+2.6%	Q2 2016
ADBEAdobe Inc.	$6.09M	2.57%	0.00%	-2.7%	Q1 2020
MSTRStrategy Inc	$5.78M	2.44%	Not reported	New	Q4 2025
TOSTToast, Inc.	$4.45M	1.87%	0.06%	-6.2%	Q4 2024
SOFISoFi Technologies, Inc.	$4.24M	1.78%	0.01%	+1.8%	Q3 2025
HIMSHims & Hers Health, Inc.	$3.68M	1.55%	Not reported	-7.7%	Q2 2025
HOODRobinhood Markets, Inc.	$3.18M	1.34%	0.01%	Not reported	Q2 2025
LLYELI LILLY & Co	$3.18M	1.34%	0.00%	-27.0%	Q2 2013
GSGoldman Sachs Group Inc	$2.94M	1.24%	0.00%	-1.7%	Q3 2013
IBMInternational Business Machines Corp	$2.53M	1.07%	0.00%	-1.4%	Q3 2013
MMM3m Co	$1.93M	0.81%	0.00%	-1.1%	Q4 2019
GLWCorning Inc	$1.91M	0.81%	0.00%	-1.1%	Q3 2022
PMPhilip Morris International Inc.	$1.87M	0.79%	0.00%	-1.2%	Q2 2018
BACBank of America Corp	$1.76M	0.74%	0.00%	-0.9%	Q2 2013
RCLRoyal Caribbean Cruises Ltd	$1.39M	0.59%	0.00%	Not reported	Q2 2018
EMREmerson Electric Co	$1.36M	0.57%	0.00%	-1.2%	Q2 2021
LAESSEALSQ Corp	$1.29M	0.54%	0.18%	New	Q4 2025
RGTIRigetti Computing, Inc.	$1.17M	0.49%	0.02%	New	Q4 2025
KDPKeurig Dr Pepper Inc.	$1.05M	0.44%	0.00%	+0.1%	Q2 2024
ARQQArqit Quantum Inc.	$1.05M	0.44%	0.41%	New	Q4 2025
GAPGap Inc	$1M	0.42%	0.01%	-2.2%	Q4 2024
IRMIron Mountain Inc	$971K	0.41%	0.00%	-0.5%	Q2 2024
CMICummins Inc	$839K	0.35%	0.00%	-2.7%	Q2 2013
HRBH&R Block Inc	$799K	0.34%	0.01%	0.0%	Q2 2024
GLDSPDR Gold Trust	$675K	0.28%	0.00%	-0.1%	Q1 2016
VRTXVertex Pharmaceuticals Inc / Ma	$622K	0.26%	0.00%	Not reported	Q2 2023
BRK.BBerkshire Hathaway Inc	$466K	0.20%	Not reported	-2.7%	Q4 2017
TAt&T Inc.	$445K	0.19%	0.00%	-3.3%	Q3 2013
USBUS Bancorp \de\	$422K	0.18%	0.00%	Not reported	Q2 2018
NEENextera Energy Inc	$406K	0.17%	0.00%	-4.2%	Q4 2023
AXPAmerican Express Co	$403K	0.17%	0.00%	-2.8%	Q2 2025
CDNSCadence Design Systems Inc	$398K	0.17%	0.00%	Not reported	Q1 2024
HPEHewlett Packard Enterprise Co	$380K	0.16%	0.00%	-3.6%	Q4 2015
SBUXStarbucks Corp	$360K	0.15%	0.00%	-3.3%	Q1 2014
MARMarriott International Inc	$344K	0.14%	0.00%	-2.8%	Q2 2018

Q3 2025Reported Oct 9, 202565 positions
GOOGLAlphabet Inc.	$15.7M	6.75%	0.00%	+1.2%	Q4 2015
CRWDCrowdStrike Holdings, Inc.	$13.5M	5.79%	0.01%	+2.5%	Q3 2020
DELLDell Technologies Inc.	$12.2M	5.25%	0.01%	-0.3%	Q3 2022
ROKURoku, Inc	$11.5M	4.92%	0.08%	+49.5%	Q4 2017
ANETArista Networks, Inc.	$11.4M	4.89%	0.01%	+2.3%	Q4 2023
UBERUber Technologies, Inc	$10.4M	4.45%	0.01%	+0.9%	Q4 2021
NVDANvidia Corp	$10.2M	4.38%	0.00%	+0.7%	Q4 2017
GNRCGenerac Holdings Inc.	$9.32M	4.00%	0.09%	+2.4%	Q1 2023
ELEstee Lauder Companies Inc	$8.83M	3.79%	Not reported	+4.6%	Q2 2015
AMZNAmazon Com Inc	$8.64M	3.71%	0.00%	+2.5%	Q2 2017
HCAHCA Healthcare, Inc.	$7.96M	3.42%	0.01%	-0.2%	Q2 2025
AAPLApple Inc.	$7.45M	3.20%	0.00%	+8.0%	Q2 2013
ZZillow Group, Inc.	$7.28M	3.12%	Not reported	+1.5%	Q2 2016
HIMSHims & Hers Health, Inc.	$6.95M	2.99%	Not reported	+6.4%	Q2 2025
WFCWells Fargo & Company	$6.75M	2.90%	0.00%	+1.9%	Q2 2014
VRTVertiv Holdings Co	$6.53M	2.80%	0.01%	New	Q3 2025
ADBEAdobe Inc.	$6.31M	2.71%	0.00%	Not reported	Q1 2020
OXYOccidental Petroleum Corp	$5.86M	2.51%	0.01%	+3.9%	Q2 2013
TOSTToast, Inc.	$4.87M	2.09%	0.06%	0.0%	Q4 2024
SOFISoFi Technologies, Inc.	$4.2M	1.80%	0.01%	New	Q3 2025
BF.ABrown Forman Corp	$4.14M	1.78%	Not reported	Not reported	Q2 2014
GOOSCanada Goose Holdings Inc.	$4.13M	1.77%	Not reported	Not reported	Q4 2017
LLYELI LILLY & Co	$3.09M	1.33%	0.00%	+7.0%	Q2 2013
GSGoldman Sachs Group Inc	$2.7M	1.16%	0.00%	-1.5%	Q3 2013
IBMInternational Business Machines Corp	$2.44M	1.05%	0.00%	-0.2%	Q3 2013
PMPhilip Morris International Inc.	$1.91M	0.82%	0.00%	-1.3%	Q2 2018
MMM3m Co	$1.89M	0.81%	0.00%	+0.5%	Q4 2019
GLWCorning Inc	$1.81M	0.78%	0.00%	+0.3%	Q3 2022
BACBank of America Corp	$1.67M	0.72%	0.00%	+0.2%	Q2 2013
RCLRoyal Caribbean Cruises Ltd	$1.61M	0.69%	0.00%	Not reported	Q2 2018
EMREmerson Electric Co	$1.36M	0.58%	0.00%	-0.3%	Q2 2021
IRMIron Mountain Inc	$1.2M	0.51%	0.00%	+0.3%	Q2 2024
PAYXPaychex Inc	$974K	0.42%	0.00%	-1.0%	Q2 2013
KDPKeurig Dr Pepper Inc.	$956K	0.41%	0.00%	+0.5%	Q2 2024
HRBH&R Block Inc	$927K	0.40%	0.01%	+0.4%	Q2 2024
GAPGap Inc	$855K	0.37%	0.01%	-1.0%	Q4 2024
CMICummins Inc	$713K	0.31%	0.00%	+4.7%	Q2 2013
GLDSPDR Gold Trust	$605K	0.26%	0.00%	-41.2%	Q1 2016
GRMNGarmin Ltd	$568K	0.24%	0.00%	Not reported	Q3 2021
VRTXVertex Pharmaceuticals Inc / Ma	$538K	0.23%	0.00%	Not reported	Q2 2023
TAt&T Inc.	$523K	0.22%	0.00%	+0.9%	Q3 2013
ORCLOracle Corp	$487K	0.21%	0.00%	Not reported	Q1 2019
BRK.BBerkshire Hathaway Inc	$480K	0.21%	Not reported	Not reported	Q4 2017
CDNSCadence Design Systems Inc	$447K	0.19%	0.00%	Not reported	Q1 2024
MRSHMarsh & Mclennan Companies, Inc.	$411K	0.18%	0.00%	-0.2%	Q4 2020
HPEHewlett Packard Enterprise Co	$403K	0.17%	0.00%	Not reported	Q4 2015
NEENextera Energy Inc	$398K	0.17%	0.00%	+3.5%	Q4 2023
USBUS Bancorp \de\	$382K	0.16%	0.00%	Not reported	Q2 2018
SBUXStarbucks Corp	$375K	0.16%	0.00%	0.0%	Q1 2014
AXPAmerican Express Co	$372K	0.16%	0.00%	Not reported	Q2 2025

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